5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jonathan Carter
Lead source: Referral · Tax: Demo Parish 9.75%
Who this is, how to reach them, and where they are in the pipeline.MoreLess
- What It Does
- The green header shows the name, tags, contact pills (phone, email, billing address), lead source and tax. Buttons: Call, Text, Email, Directions, Invoices, Contract, Offer Add-on and Payment Methods, each with a tooltip, shown only when your role and modules allow. Below them is the stage line with dates and the Next step with Log Call. Green dots are done, a hollow green ring is a step that was skipped, and the blue dot is where they are now. On a phone the line is one row of dots with the current stage named under it; tap a dot to see its name and date.
- What It Changes
- Nothing changes until you tap something. Call and Text open your phone.
- How to Use
- Tap a pill or button to reach the customer.
- Read the stage line.
- Tap the Next step.
Shady Lawn
LeadJul 20
ContactedSkipped
EstimateFeb 2
SentFeb 4
WonSkipped
ScheduledSkipped
DoneAug 22
PaidSep 1
ReviewAug 23
Review · Step 9 of 9 · 3 skipped
Next:
Where this customer is, from Lead to Review, and what to do next.MoreLess
- What It Does
- Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
- What It Changes
- Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
- How to Use
- Read the line.
- Tap the Next step.
- Use Log Call after a phone call.
- Open Stage History to see every move.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$162.0068% margin
Customer For3.3 yearssince Jul 20, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 23, 2026Worth HavingWorth havingMargin 68%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Service History
What was put on the yard. This is the record, not the bill.
Chemicals Used
Landscape
- 16-4-8 Liquid Fertilizer14.16 Ounces
- Bifenthrin 7.9%0.55 Ounces
- Daconil Weatherstik2.3 Ounces
- Horticultural Oil2.37 Ounces
- Merit 75 WSP0.1 Ounces
8/22/26 Shrub & Bed Care - Late Summer FeedJonathan Carter - Home · 16-4-8 Liquid Fertilizer95 °F · Wind 15 mph SE · Humidity 82% · Soil Moist
Applied on LandscapeOpen water NoSensitive area No
09:16:00 to 09:31:00 · 15 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Landscape | 6.91 Ounces | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
7/8/26 Shrub & Bed Care - Summer InsectJonathan Carter - Home · Bifenthrin 7.9%94 °F · Wind 7 mph SE · Humidity 78% · Soil Wet · Rain Yes
Applied on LandscapeOpen water NoSensitive area No
07:55:00 to 08:06:00 · 11 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Bifenthrin 7.9% EPA 53883-189-DEMO Bifenthrin 7.9% | Landscape | 0.55 Ounces | 0.5 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
5/20/26 Shrub & Bed Care - Disease GuardJonathan Carter - Home · Daconil Weatherstik90 °F · Wind 7 mph E · Humidity 76% · Soil Moist
Applied on LandscapeOpen water NoSensitive area No
08:31:00 to 08:45:00 · 14 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Daconil Weatherstik EPA 100-1508-DEMO Chlorothalonil 54% | Landscape | 2.3 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
3/30/26 Shrub & Bed Care - Spring Feed & InsectJonathan Carter - Home · Merit 75 WSP, 16-4-8 Liquid Fertilizer70 °F · Wind 3 mph N · Humidity 61% · Soil Moist
Applied on LandscapeOpen water NoSensitive area No
08:42:00 to 08:56:00 · 14 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Merit 75 WSP EPA 432-1312-DEMO Imidacloprid 75% | Landscape | 0.1 Ounces | 0.09 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Landscape | 7.25 Ounces | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
2/8/26 Shrub & Bed Care - Dormant OilJonathan Carter - Home · Horticultural Oil71 °F · Wind 11 mph NE · Humidity 73% · Soil Moist
Applied on LandscapeOpen water NoSensitive area No
08:30:00 to 08:45:00 · 15 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Horticultural Oil EPA 48813-1-DEMO Mineral oil 98% | Landscape | 2.37 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
10/26/25 Shrub & Bed Care - Fall OilJonathan Carter - Home · Horticultural Oil80 °F · Wind 12 mph SE · Humidity 61% · Soil Wet
Applied on LandscapeOpen water NoSensitive area No
08:03:00 to 08:16:00 · 13 min · Darius Comeaux
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Horticultural Oil EPA 48813-1-DEMO Mineral oil 98% | Landscape | 2.44 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |